+36.1%
UPS vs SNPS
+562.2%
-526.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | -3.7% | -5.5% | +1.8% | -2.5% |
| 30D | -3.7% | -4.5% | +0.7% | -3.1% |
| 3M | -6.6% | -15.5% | +8.9% | -3.5% |
| 6M | +2.6% | -10.1% | +12.6% | +3.6% |
| YTD | +4.8% | -16.3% | +21.1% | +7.1% |
| 1Y | +25.3% | -34.9% | +60.2% | +32.0% |
| 3Y | -26.9% | -14.4% | -12.5% | -33.3% |
| 5Y | -33.5% | +17.9% | -51.4% | -47.9% |
| 10Y | +36.1% | +574.2% | -538.2% | -47.6% |
| All | +36.1% | +562.2% | -526.1% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SNPS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling